Products April 3, 2012

INTECH Rolls Out High Dividend Core Strategy

INTECH Investment Management LLC (INTECH) launched the INTECH Global High Dividend Core strategy. 
Reported by

It is designed for institutional investors seeking capital appreciation and higher-than-average dividend yields.

Based on the same investment process employed by INTECH across all of its relative-volatility strategies, the new strategy aims to approximate the dividend yield of the MSCI World High Dividend Yield Index and to provide potential for excess returns. The portfolio includes stocks with above-average dividend yields that are both sustainable and persistent, and excludes stocks whose future dividends may be in jeopardy. 

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The firm also announced the launch of the INTECH Global Dividend Low Volatility strategy, focused on absolute rather than relative risk.  A complement to INTECH’s existing suite of absolute-volatility strategies, this approach to a low-volatility strategy seeks to approximate the dividend yield of the MSCI World High Dividend Yield Index, while providing market-like returns net of fees with the potential to provide downside protection. 

 

Deals & People April 3, 2012

Principal Funds Expands Investment-Only Team

Principal Funds added three regional directors to its investment-only team.
Reported by

Each will focus on growth within the registered investment adviser (RIA) distribution channel. 

Marcel Dawson, based in Charlotte, North Carolina, covers the South Central region. Most recently, Dawson was a regional vice president with Pioneer Investments/UniCredit SpA, where he directed sales to institutional RIA clients in 15 states. He graduated from Appalachian State University with degrees in economics and information systems. 

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Gary Nakamura covers the West and is based in Golden, Colorado. He most recently worked for MFS Investment Management as a director of sales within the firm’s RIA division. Nakamura graduated with bachelors degrees in economics and information/computer sciences from the University of California at Irvine. He holds the Certified Investment Management Analyst designation.  

Pamela Suing is based in Chicago, and covers the North and Northeast. Suing previously was an RIA consultant at Nuveen Investments. She graduated from Southern Illinois University with a bachelor’s degree in marketing and holds the Certified Financial Plannerand Chartered Life Underwriter designations. 

The new hires give the investment-only team eight regional directors and five internal wholesalers. 

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